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Tax Planning

If you've been putting off assessing your pension provision or you've let things slide, is it time you talked to us?
Far too many of us aren't saving enough to keep ourselves in the style we'd like to enjoy when we come to retire. The Association of British Insurers says there is a £27bn shortfall between what we're saving and what we actually need to provide for our old age.

There are three basic types of pension - are you in the know?

* State pensions
* Occupational pensions (i.e. company schemes)
* Personal pensions/Stakeholder pensions




Talk to us...for a complete independent assessment of your retirement needs. Please e-mail or contact us.

Levels and bases of, and reliefs from, taxations are subject to change. Because these investments may go down in value as well as up, you may not get back the full amount invested. The amount that can be contributed into pension schemes is subject to set limits.

 

 

 

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